Reports Dashboard: Your Business Snapshot!

When you click on the Reports tab, you'll be greeted with the Dashboard. The Dashboard provides a quick graphical summary of some of the most popular reports available from the Reports tab. By default, the reports included are:

  • Cash Flow
  • Email Marketing
  • Client Location
  • Average Review
  • GC Sales Comps
  • GC Analysis

Changing Your Dashboard

If you would prefer to see other reports on the Dashboard, you can change it by clicking on the Setup button:

To remove a report from the dashboard

Click the red X in the corner:

To add a report to the dashboard

Select it from the dropdown:

Then click the Add button:


To change the settings of a report on the dashboard

Click the edit widget: